FHA

First Horizon Advisors Portfolio holdings

AUM $3.85B
1-Year Est. Return 17%
This Quarter Est. Return
1 Year Est. Return
+17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.89B
AUM Growth
+$86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,607
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$12.1M
3
+$12M
4
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$7.11M
5
IYW icon
iShares US Technology ETF
IYW
+$5.52M

Top Sells

1
+$12.4M
2
+$7.62M
3
+$6.76M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$6.73M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.71M

Sector Composition

1 Technology 15.94%
2 Healthcare 8.72%
3 Financials 7.66%
4 Consumer Staples 5.51%
5 Industrials 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$1.67K ﹤0.01%
212
+128
2002
$1.65K ﹤0.01%
116
2003
$1.64K ﹤0.01%
11
-140
2004
$1.62K ﹤0.01%
67
-660
2005
$1.62K ﹤0.01%
5
2006
$1.62K ﹤0.01%
54
2007
$1.61K ﹤0.01%
32
2008
$1.61K ﹤0.01%
71
2009
$1.6K ﹤0.01%
+36
2010
$1.57K ﹤0.01%
+143
2011
$1.56K ﹤0.01%
28
2012
$1.56K ﹤0.01%
35
2013
$1.55K ﹤0.01%
+1,400
2014
$1.55K ﹤0.01%
+15
2015
$1.55K ﹤0.01%
+104
2016
$1.55K ﹤0.01%
130
2017
$1.54K ﹤0.01%
12
2018
$1.54K ﹤0.01%
39
-227
2019
$1.54K ﹤0.01%
+55
2020
$1.54K ﹤0.01%
35
-100
2021
$1.53K ﹤0.01%
66
2022
$1.53K ﹤0.01%
149
2023
$1.53K ﹤0.01%
29
2024
$1.51K ﹤0.01%
+66
2025
$1.51K ﹤0.01%
+16
79 80
81
82 83